RG
| |
Redmile Group, LLC13F | |
| Redmile Group, LLC | |
| Last update 2026-05-15 | 35 Stocks (5 new) |
| Value $1.51 Bil | Turnover 17 % |
Redmile Group, LLC Top Holdings of 2026-03-31
View Full List
| Ticker | | Company | Shares | Value ($1000) | Shares Change % | Weighting % | Trade Impact % | % of Shares outstanding | 3M Change % | YTD Change % | Market Cap $Mil | Industry |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
SRRK | Scholar Rock Holding Corp | 9,066,621 | 445,715.1 | +73.66% | 29.510 | +12.52% | 7.570 | +18.40% | +22.11% | 6,445.6 | Biotechnology | |
KRYS | Krystal Biotech Inc | 673,505 | 173,979.8 | -0.62% | 11.520 | -0.08% | 2.280 | +41.18% | +45.99% | 10,610.6 | Biotechnology | |
STOK | Stoke Therapeutics Inc | 4,164,120 | 135,583.8 | +3.22% | 8.980 | +0.28% | 6.690 | -9.88% | -4.06% | 1,896.5 | Biotechnology | |
IMNM | Immunome Inc | 5,558,885 | 121,572.8 | -2.79% | 8.050 | -0.25% | 4.910 | -4.38% | -9.64% | 2,198.2 | Biotechnology | |
NRIX | Nurix Therapeutics Inc | 7,732,808 | 119,858.5 | -4.46% | 7.940 | -0.50% | 7.480 | +45.47% | +18.40% | 2,322.5 | Biotechnology | |
ANNX | Annexon Inc | 14,549,768 | 80,605.7 | +44.76% | 5.340 | +1.65% | 8.880 | -4.01% | +2.59% | 843.8 | Biotechnology | |
ADCT | ADC Therapeutics SA | 15,470,502 | 58,014.4 | -1.25% | 3.840 | -0.05% | 12.160 | -73.80% | -70.54% | 132.3 | Biotechnology | |
RGNX | Regenxbio Inc | 4,368,804 | 36,610.6 | 0% | 2.420 | 0% | 8.460 | +20.80% | -29.03% | 528.4 | Biotechnology | |
STTK | Shattuck Labs Inc | 5,539,724 | 35,620.4 | 0% | 2.360 | 0% | 7.220 | -7.22% | +61.92% | 564.5 | Biotechnology | |
BEAM | Beam Therapeutics Inc | 1,237,659 | 29,493.4 | -3.75% | 1.950 | -0.10% | 1.200 | +46.84% | +22.47% | 3,492.7 | Biotechnology |
Redmile Group, LLC's Historical Top Holdings Breakdowns
Redmile Group, LLC's Top Stock Picks
View Full List
| Ticker | | Company | Date | Action | Impact % | Price Range | Price | Price Change from Avrg% | Comment | Current Shares | Share Change |
|---|---|---|---|---|---|---|---|---|---|---|---|
SRRK | Scholar Rock Holding Corp | 2026-03-31 | Add Add | +12.52% | 39.79 ($44.81) 49.16 | $53.79 | 20.04% | Add 73.66% | 9,066,621 | 3,845,775 | |
| RAPT Unlock Delisted | RAPT Therapeutics Inc | 2026-03-31 | Sold Out Sold Out | -2.21% | 29.82 ($51.53) 58.01 | $58.01 | 12.57% | Sold Out | 0 | -885,927 | |
COGT | Cogent Biosciences Inc | 2026-03-31 | Reduce Reduce | -1.96% | 33.38 ($36.93) 39.97 | $38.00 | 2.90% | Reduce -52.15% | 688,036 | -749,882 | |
ANNX | Annexon Inc | 2026-03-31 | Add Add | +1.65% | 4.69 ($5.63) 6.96 | $5.15 | -8.53% | Add 44.76% | 14,549,768 | 4,499,124 | |
REPL | Replimune Group Inc | 2026-03-31 | Sold Out Sold Out | -0.79% | 6.76 ($7.64) 8.92 | $11.12 | 45.55% | Sold Out | 0 | -1,099,756 | |
BMRN | BioMarin Pharmaceutical Inc | 2026-03-31 | New Buy New Buy | +0.65% | 54.09 ($58.31) 64.08 | $57.35 | -1.64% | New holding | 173,859 | 173,859 | |
ALXO | ALX Oncology Holdings Inc | 2026-03-31 | Add Add | +0.63% | 1.08 ($1.91) 2.6 | $1.79 | -6.02% | Add 143.95% | 7,964,188 | 4,699,470 | |
IDYA | IDEAYA Biosciences Inc | 2026-03-31 | Reduce Reduce | -0.56% | 30.27 ($33.55) 37.86 | $36.32 | 8.26% | Reduce -29.77% | 521,117 | -220,900 | |
NRIX | Nurix Therapeutics Inc | 2026-03-31 | Reduce Reduce | -0.50% | 14.43 ($16.58) 19.41 | $22.46 | 35.46% | Reduce -4.46% | 7,732,808 | -361,100 | |
XENE | Xenon Pharmaceuticals Inc | 2026-03-31 | Add Add | +0.50% | 39.98 ($46.08) 62.76 | $56.78 | 23.22% | Add 96.2% | 262,674 | 128,792 |
Redmile Group, LLC Total Holding History ($B)
Redmile Group, LLC's Asset Allocation
Redmile Group, LLC Past Portfolios
| Portfolio Date | Number of Stocks | New Stocks | Total Value ($Mil) | Q/Q Turnover |
|---|---|---|---|---|
Top Ranked Articles
- 1
Redmile Group, LLC's Hypothetical Growth since 2026-03-31
Redmile Group, LLC's Yearly Returns
This information is only displayed for Gurus who publicly disclose audited performance records; most hedge funds and private investment firms do not publish such data or only provide limited historical performance information.
| Year | Portfolio % | % | Excess Gain % |
|---|
Redmile Group, LLC's Holdings Heat Map
Size field:
Redmile Group, LLC's Holdings Bubble Chart
Survey
We'd love to learn more about your experiences on GuruFocus.com and how we can improve!
Take Survey
Follow Us
Disclaimers